Keep customers updated on their schedule, automatically

To keep customers updated without the office calling each one, send confirmations, reminders and schedule changes automatically from the schedule you already keep, and change a date in one place instead of five. Z&G Partners builds this on the calendar, CRM and phone you already use. At a painting company in New York, every booked estimate gets a text and email confirmation, plus reminders 24 hours and 1 hour before the visit. Live in 30 days or your money back.*

What owners tell us

A date moves, and the office changes it in “four to a dozen different locations.” Then someone calls the customer, who does not pick up.

One manager described what happens next: “we call them, they don't answer, but we show up and then they say, oh, we don't know you're here.” Another: “so-and-so is on the job site and nobody's home.” And for painters, getting colors picked before the start date is “like pulling teeth sometimes.”

Why it happens

  • The confirmation is one email, and nobody checks that it was read.
  • The date lives in the schedule, the CRM, the crew's calendar and the customer's inbox. Each one is updated by hand.
  • Customer updates mean phone calls, and phone calls take the office's whole day at peak season.
  • Nothing reminds the customer about the things only they can do, like picking colors or moving the car.

How we set it up

Here is what runs at clients today:

  • Confirmations by text and email the moment a visit is booked.
  • Reminders 24 hours and 1 hour before the visit.
  • A review request after the job.

How we would solve the rest

These parts we would build for you. We have not shipped them as a live system for a client yet, so we will not show you a result for them.

  • One schedule is the source. Change the date there, and the CRM, the crew's calendar and the customer's message follow.
  • The customer confirms by replying. No reply by a set time, and the office gets a flag to call.
  • Reminders before the start date for colors, selections and access, with a link to send answers back.
  • A short update when the crew is on the way or the job phase changes.

What the owner sees

  • Fewer trips to an empty house.
  • A list each morning of customers who have not confirmed, instead of a day of phone calls.
  • One date, in one place, that everyone trusts.

What it costs and how long it takes

A flat fee to build it, then a monthly fee to run it. We quote both on a free 30-minute call once we know your tools. No hourly bills. No surprise invoices.

Each scheduling build is live in 30 days or your money back.* The 30 days start the day we have working access to every system involved. It only takes 3 to 5 hours of your team's time and our team will do the rest.

*Terms in writing before we start.

Where to go next

Schedule changes are one of the main reasons the same job gets typed into three to five places. See where AI helps a trades business.

Questions owners ask

Will customers get too many texts?

No. You approve every message and when it goes out. Most jobs need a confirmation, a reminder and an update when something changes.

Do we need new scheduling software?

No. We build on the schedule you already keep. If it is only on a whiteboard, we start by moving it somewhere the system can read, like a shared sheet.

Can the crew see schedule changes too?

That is part of how we would build it: the same change that goes to the customer goes to the crew's calendar. We scope it on the call.

Book a free 30-minute callWe take on 3 new trades companies per month.